January 3, 2026

January 3, 2026 – Happy, Healthy, and Prosperous New Year! – Precise and Reliable Predictions for 2026 (spoiler alert – they don’t exist) – Other financial radio shows are quite different from More than Money . . .

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2022 Gene Radio pic (1400 x 1400)
More Than Money with Gene Dickison
January 3, 2026 - Happy, Healthy, and Prosperous New Year! - Precise and Reliable Predictions for 2026 (spoiler alert – they don’t exist) - Other financial radio shows are quite different from More than Money . . .
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Gene and Alyssa answered questions and explored important topics:

  • He asks us to explain how his social security benefits will be taxed?
  • She is 96 years old, sharp as a tack, and has questions about CDs?
  • She asks how if it’s possible to negotiate a reduction in a student loan debt?
  • She has been waiting for her tax refund for over a year.  What can she do?
  • He named his daughter beneficiary on all his accounts.  Did he do this correctly?

Free Second Opinion Meetings

  • Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
  • Meet with our Social Security partner to plan the best S/S strategy for you
  • Meet with our estate planning attorney partner to review your estate plans – if you have any
  • Meet with our insurance partner to review your life or long term care coverages
  • Discover how to have your 401(k) professionally managed without leaving your company plan

Schedule a free second opinion meeting with a More than Money advisor? 

Call today (610-746-7007) or email ([email protected]) to schedule your time with us.